Client Services & Portfolio Support Specialist

Posted yesterday

711 ms smith barneyHarrison (ME)

Brokerage Clerks Portfolio Management and Investment Advice

SENIORITY

Mid

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About the role

Morgan Stanley is seeking a Portfolio Associate to provide client support and administrative assistance for a FA/PWA/team. The role covers client relationship cultivation, money movements, account inquiries, onboarding, and education on digital tools, while aligning with firm policies and daily operations. You will manage calendars, travel, expense reporting, and in-office support tasks, working closely with the Business Service Officer to execute the team’s business plan and service model.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.